Specialist, Credit III

Credit III Specialist

Credit Representative

Job Duties:

·        Provide direct assistance to the Credit Manager and internal/external customers in the administration of granting credit and/or collection of accounts due to the company.

·        Research analyzes and resolves complex billing and credit problems. Contacts customers by telephone or in writing regarding outstanding accounts receivable.

·        Negotiates payment plans with customers unable to pay in full. Documents agreements and conducts follow up with customers to assure payments are received according to agreed terms.

·        Reviews customer accounts for aging of unpaid balances and pending orders. Requests write offs of unpaid balances within specific dollar limits.

·        Identifies and recommends the transfer of outstanding credit accounts to collection agencies. Continuously monitors computerized order entry system to identify new orders from customers with delinquent accounts and places hold on new orders until accounts are paid current or promise of payment from customer is obtained.

·        Compiles and verifies credit data on customers using various sources. Analyzes credit information to establish and update lines of credit for new and existing customer accounts.

·        Sets up new accounts using tax certification and credit references. Arranges payment schedules with customers.

·        Provides documentation including proof of delivery and invoice statements with past due amounts. Collects delinquent accounts up to one year past due. Updates customer information in computerized system including ship-to addresses and requests additional tax certifications as necessary.

·        Provides references to potential business partners of our current customers by sharing our customers highest credit limit on record and payment history. May perform other duties as assigned

Knowledge and Skills:

Alpha/numeric filing systems. Basic office procedures. Basic accounting procedures. Reading writing and understanding written instructions. Communicating effectively both verbally and in writing. Performing basic math calculations. Maintaining organization. Typing. Using a computer and related software applications. Understanding and applying guidelines to resolve problems. Providing customer service

Work Experience: Minimum of 1-year related experience.

Education and Certification(s): High School diploma or equivalent is required.